HVAC Software Built for Your Business

Simplify scheduling, invoicing, and team management to bring a little Zen to every job.

35%

Time Saved on Admin Tasks

28%

Increase in Revenue

95%

Client Satisfaction

Everything Your HVAC Business Needs

From capturing leads to tracking jobs, streamline your operations and get paid faster.

Smooth Scheduling

Optimize technician schedules with intelligent dispatching based on location, skills, and availability.

Lead Generation

Capture and convert more leads with automated follow-ups and seamless client onboarding.

Instant Invoicing

Generate professional invoices on-site and get paid faster with integrated payment processing.

Job Tracking

Track every job from quote to completion with real-time updates and detailed progress reporting.

Powerful Features for HVAC Companies

Built specifically for heating, cooling, and ventilation professionals.

Lead Management & Capture

Lead Management & Capture

Capture and convert more HVAC leads with powerful lead management tools that automatically turn inquiries into scheduled jobs without manual data entry.

  • WordPress plugin and embed forms capture leads from any website
  • Lead forms sync directly to WorkZen - automatically create jobs
  • Instant notifications ensure your team responds to new requests immediately
Multi-Day HVAC Project Tracking

Multi-Day HVAC Project Tracking

Manage complex installations and large HVAC projects that span multiple days with organized scheduling, progress tracking, and seamless team coordination.

  • Schedule multi-day installations with recurring technician assignments
  • Track progress and materials across each phase of the project
  • Coordinate multiple technicians on the same installation
AI-Powered HVAC Checklists

AI-Powered HVAC Checklists

Never miss a step with AI-generated checklists for installations, repairs, and seasonal maintenance that adapt to each HVAC job type.

  • Generate custom checklists for furnace installs, AC repairs, and tune-ups
  • Document refrigerant levels, pressures, and safety checks in the field
  • Clients receive detailed service reports with recommendations

Why HVAC Companies Choose WorkZen

Intuitive interface - your team will be productive from day one
Seasonal demand management with automated scheduling tools
Automated invoicing and payment tracking for faster cash flow
Cost-effective pricing designed for HVAC contractors
Technicians access job details, manuals, and diagnostics on mobile
Build custom maintenance plans and service templates

Frequently Asked Questions

Everything you need to know about WorkZen for your HVAC business

HVAC service management software is a specialized platform designed for heating, ventilation, and air conditioning businesses to manage their operations. It handles scheduling technicians, dispatching jobs, creating estimates and invoices, tracking equipment and maintenance, managing client relationships, and processing payments - all in one system tailored specifically for HVAC contractors.
Absolutely! WorkZen manages everything from quick residential AC repairs to multi-day commercial installations. Our multi-day project tracking lets you coordinate complex installations across multiple technicians, track progress by phase, manage materials and equipment, and keep commercial clients updated throughout lengthy HVAC projects.
Yes! WorkZen provides a constantly updating database of HVAC equipment information that technicians can access directly in the field. This includes manufacturer manuals, troubleshooting guides, FAQs, error code diagnostics, and technical specifications for thousands of heating and cooling units. Your technicians can quickly look up any equipment details they need on-site without calling the office or searching online.
WorkZen offers the most extensive lead collection tools in the FSM market. Our WordPress plugin and embeddable forms capture leads from your website automatically, syncing them directly into WorkZen to create jobs without manual entry. The ZenPhone AI Assistant answers calls 24/7, qualifying HVAC leads even during peak season or after hours, ensuring you never miss emergency service opportunities.
Yes! WorkZen lets you build custom service templates and recurring maintenance plans for residential and commercial HVAC clients. Set up seasonal tune-up schedules, automatic reminders for filter changes or system checks, and recurring billing for maintenance contracts. This helps you build predictable revenue while keeping client equipment running efficiently year-round.
Most HVAC companies are up and running within hours. WorkZen's intuitive interface is designed for field service professionals, not software experts. Your office staff can start scheduling and invoicing immediately, while technicians access job details and client information on mobile from day one. We offer a free-forever plan to get started, with paid plans that include advanced HVAC-specific features as you grow.
Yes! Emergency response is built into WorkZen's core. Our dispatching system can prioritize urgent calls, ZenPhone AI Assistant captures emergency details 24/7 even when your office is closed, and real-time notifications alert your on-call technicians instantly. Mobile access ensures your team has all the information they need to respond quickly to heating failures, AC breakdowns, and other HVAC emergencies.

Cool Down Your Workload.
Heat Up Your Growth.

Join successful HVAC companies using WorkZen to grow their business.

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